WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$27.8M
3
+$21.8M
4
PYPL icon
PayPal
PYPL
+$13.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$13.2M

Top Sells

1
+$6.15M
2
+$5.46M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.12M
5
MSFT icon
Microsoft
MSFT
+$3.78M

Sector Composition

1 Technology 12.46%
2 Financials 10.59%
3 Communication Services 9.8%
4 Healthcare 7.49%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.32%
38,673
-1,545
52
$3.11M 0.3%
12,727
+5,527
53
$3.07M 0.29%
21,905
+13,005
54
$3.06M 0.29%
38,377
+13,990
55
$3.05M 0.29%
+63,778
56
$3.02M 0.29%
23,339
-1,931
57
$3.01M 0.29%
14,420
+533
58
$3M 0.29%
+60,093
59
$2.96M 0.28%
100,052
+4,985
60
$2.94M 0.28%
22,184
-85
61
$2.91M 0.28%
+55,839
62
$2.9M 0.28%
11,863
-1,000
63
$2.89M 0.28%
+99,298
64
$2.81M 0.27%
39,435
+17,235
65
$2.79M 0.26%
29,413
+200
66
$2.77M 0.26%
11,240
+329
67
$2.76M 0.26%
+58,250
68
$2.75M 0.26%
85,770
+5,740
69
$2.69M 0.26%
+125,800
70
$2.69M 0.26%
18,141
-184
71
$2.64M 0.25%
14,067
+3,767
72
$2.55M 0.24%
+4,486
73
$2.54M 0.24%
55,575
+15,671
74
$2.54M 0.24%
+10,501
75
$2.53M 0.24%
17,962
+51
1 2
3
4 5